The Lam Group specializes in managing investments for wealthy families, family offices, foundations, endowments, and select institutions. They focus on building and managing investment portfolios tailored to each client's goals and risk tolerance. Their approach emphasizes asset allocation, investment manager selection, and minimizing taxes and transaction costs. Investment decisions are guided by a client-specific investment policy statement.
Assets Under Management$510M
Clients80
Advisors2
Avg. per Client$6.3M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.35% |
| $7.0M - $8.0M | 0.35% |
| $8.0M - $9.0M | 0.25% |
| $9.0M - $10.0M | 0.25% |
| $10.0M - $11.0M | 0.25% |
| $11.0M - $12.0M | 0.25% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Fees are negotiable for accounts over $15 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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